Sonen Capital’s Southern First Bancshares SFST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,000
| Closed | -$595K | – | 102 |
|
|
2022
Q4 | $595K | Hold |
13,000
| – | – | 0.97% | 36 |
|
|
2022
Q3 | $542K | Buy |
13,000
+3,000
| +30% | +$125K | 0.88% | 41 |
|
|
2022
Q2 | $436K | Hold |
10,000
| – | – | 0.62% | 63 |
|
|
2022
Q1 | $508K | Hold |
10,000
| – | – | 0.61% | 63 |
|
|
2021
Q4 | $625K | Buy |
+10,000
| New | +$625K | 0.6% | 57 |
|